===== Summarizing Efforts ===== TIM offers the user the chance to summarize the potential accumulation of monetary or temporal efforts within a process. Efforts may be summarized for either individual tasks or an entire instance. ==== Summarizing efforts for a task ==== The tab labeled **Efforts** is most easily reached using the context menu of a task. A table listing the summarized efforts appears in the opened screen. Using the **Summarize Efforts** button, the accumulated efforts are summarized. A form is then opened (see screenshot), in which the necessary information will be stored. \\ {{:software:tim:trackefforts.png?500}} ^ Field ^ Description ^ | **Effort Type** | Choose whether the selected effort is summarized on a monetary- or a temporal basis. | | **Description** | An additional description may be given here in order to summarize the effort in greater detail. | | **Cost center** | The appropriate cost center is entered here. | | **Effort** | The magnitude of the effort is summarized here (cost = currency, time = minutes) | The summarized efforts for a given task are listed in the table that is found in the "Efforts" tab (see screenshot). {{:software:tim:trackefforts_2.png?900 |}} ---- ==== Efforts of an instance ==== As with the efforts for a task, the efforts for a given instance are most easily reached using the context menu. However, efforts may only be summarized for individual tasks and not for entire instances. Consequently, the button **Summarize Efforts** is missing from the **Efforts** tab. In order to provide the process manager with an overview of all involved efforts, the cumulative efforts for all of the tasks is listed (see screenshot). \\ {{:software:tim:trackefforts_3.png?900 |}} ---- ==== Exporting effort reports ==== The efforts of an instance can be exported as an Excel file. The effort reports are accessed via the option **Show available reports** within an instance's context menu (see screenshot). \\ {{:software:tim:trackefforts_4.png?500}} \\ \\ The exported excel file contains all summarized efforts as well as the cumulative effort of the instance (see screenshot). \\ {{:software:tim:trackefforts_5.png?900|}}